Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jere? Claim Your ProfileJere Wise has been a financial advisor for over 25 years, offering a wide range of services, including financial planning, portfolio management, and retirement planning. Jere has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Jere is registered to provide investment advice in multiple states and currently works with LPL Financial LLC. Jere has held previous positions with Cetera Investment Services LLC, OBS Brokerage Services, Inc., UVEST Financial Services Group, Inc., M&T Securities, Inc., Allfirst Brokerage Corporation, Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated. Jere is a Certified Financial Planner and holds the Series 6, Series 7, Series 26, and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
10/05/2017 - Present
LPL Financial LLC (YORK PA)
PA
12/11/2013 - 10/04/2017
CETERA INVESTMENT SERVICES LLC (YORK PA)
PA
10/14/2008 - 12/10/2013
OBS BROKERAGE SERVICES, INC. (YORK PA)
PA
03/01/2005 - 10/14/2008
UVEST FINANCIAL SERVICES GROUP, INC. (STATE COLLEGE PA)
MD
05/01/2003 - 02/23/2005
M&T SECURITIES, INC. (BALTIMORE MD)
MD
04/03/2003 - 05/01/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
WI
02/25/1998 - 03/21/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
10/08/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 03/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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